Berman Capital Advisors’s Peloton Interactive PTON Stock Holding History

Berman Capital Advisors’s Portfolio PTON Stock Details PTON Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$1.03M	Sell	11,901 -1,313	-10%	-$145K	0.16%	72
2021 Q2	$1.64M	Sell	13,214 -1,005	-7%	-$107K	0.26%	47
2021 Q1	$1.6M	Buy	14,219 +9,757	+219%	+$1.29M	0.33%	38
2020 Q4	$676K	Buy	4,462 +633	+17%	+$77.1K	0.16%	68
2020 Q3	$379K	Buy	3,829 +3,100	+425%	+$228K	0.11%	87
2020 Q2	$42K	Hold	729	–	–	0.01%	363
2020 Q1	$19K	Buy	+729	New	+$20.3K	0.01%	507

Other funds holding PTON

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

DCP

D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

ACM

Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Berman Capital Advisors's PTON Position: Q3 2021 in Review

Berman Capital Advisors reduced its Peloton Interactive (PTON) stake by 9.9% in Q3 2021, selling an estimated $145K and leaving 11,901 shares worth $1.03M. The position accounts for 0.16% of the portfolio, ranked #72.

Berman Capital Advisors first reported a position in PTON in Q1 2020 and has held it in 7 quarters since. The position peaked at $1.64M in Q2 2021. 641 funds tracked by Wall St. Rank hold PTON as of Q3 2021.

Berman Capital Advisors held 11,901 shares of Peloton Interactive worth $1.03M as of Q3 2021.
Berman Capital Advisors sold 1,313 Peloton Interactive shares in Q3 2021, an estimated $145K.
Peloton Interactive made up 0.16% of Berman Capital Advisors's portfolio in Q3 2021, its #72 holding.
Berman Capital Advisors first reported a position in Peloton Interactive in Q1 2020 and has held it in 7 quarters since.
Berman Capital Advisors's Peloton Interactive position peaked at $1.64M in Q2 2021.
641 funds tracked by Wall St. Rank held Peloton Interactive as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.